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Waverly Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Waverly Advisors’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-167
Closed -$9.19K – 1797
2026
Q1 		$9.19K Buy
+167
New +$9.6K ﹤0.01% 1607

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Waverly Advisors's KIE Position: Q2 2026 in Review

Waverly Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 167 shares — an estimated $9.19K sold.

Waverly Advisors first reported a position in KIE in Q1 2026 and held it in 1 quarter. The position peaked at $9.19K in Q1 2026. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

  • Waverly Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 167 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $9.19K.
  • Waverly Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's State Street SPDR S&P Insurance ETF position peaked at $9.19K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.